QuickBooks Online MCP Server
Enables interaction with QuickBooks Online through OAuth authentication. Supports CRUD operations for financial entities like customers, invoices, bills, estimates, and accounting records through natural language.
README
QuickBooks Online MCP Server
This is a Model Context Protocol (MCP) server implementation for QuickBooks Online integration.
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Setup
- Install dependencies:
npm install
- Create a
.envfile in the root directory with the following variables:
QUICKBOOKS_CLIENT_ID=your_client_id
QUICKBOOKS_CLIENT_SECRET=your_client_secret
QUICKBOOKS_ENVIRONMENT=sandbox
- Get your Client ID and Client Secret:
- Go to the Intuit Developer Portal
- Create a new app or select an existing one
- Get the Client ID and Client Secret from the app's keys section
- Add
http://localhost:3000/callbackto the app's Redirect URIs
Authentication
There are two ways to authenticate with QuickBooks Online:
Option 1: Using Environment Variables
If you already have a refresh token and realm ID, you can add them directly to your .env file:
QUICKBOOKS_REFRESH_TOKEN=your_refresh_token
QUICKBOOKS_REALM_ID=your_realm_id
Option 2: Using the OAuth Flow
If you don't have a refresh token, you can use the built-in OAuth flow:
This will:
- Start a temporary local server
- Open your default browser automatically
- Redirect you to QuickBooks for authentication
- Save the tokens to your
.envfile once authenticated - Close automatically when complete
Usage
After authentication is set up, you can use the MCP server to interact with QuickBooks Online. The server provides various tools for managing customers, estimates, bills, and more.
Available Tools
Added tools for Create, Delete, Get, Search, Update for the following entities:
- Account
- Bill Payment
- Bill
- Customer
- Employee
- Estimate
- Invoice
- Item
- Journal Entry
- Purchase
- Vendor
Error Handling
If you see an error message like "QuickBooks not connected", make sure to:
- Check that your
.envfile contains all required variables - Verify that your tokens are valid and not expired
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